Broker Support Officer/Loan Processor

Fundwise Capital is a finance broking company with a relationship-focused approach to providing financial services to clients. We are looking for the right person to join our high-performing team of 8 members. You will be working at our head office on Elizabeth Street, Melbourne CBD.

The Role:

As a Broker Support Officer/Loan Processor, you will be working with the credit analysts and brokers of the company. You will also help us build an outstanding professional work culture and a supportive environment for the company. Working closely with the directors of the business, you will receive personal mentorship from experienced banking and finance professionals and have the opportunity to take on more responsibilities and progress to more senior roles as you develop your skills. It takes willingness and commitment to improve and challenge yourself!

• Earn a salary package of $55,000 to $75,000

• Earn quarterly bonus based on performance up to 20% of base salary

• Salary is negotiable based on experience

Key responsibilities:

• Follow a structured finance application process to complete all required tasks accurately and on time

• Take detailed briefs of client lending requirements and ensure all background information is collected

• Liaise directly with clients to obtain documents, update on application progress, and for post-settlement care

• Collating, organising, and perusing documents to verify information accuracy

• Complete data entry into multiple systems including CRM, ApplyOnline, loan serviceability calculation, asset-valuation request, and loan pricing request

• Take part in credit assessments on clients' financial situation under the guidance of credit analysts

• Research banks' credit policies to find suitable solutions for clients under the guidance of credit analysts

• Liaising with banks to update on application progress and policies

• Prepare compliance documents and ensure all applications are 100% compliant

• Maintain key relationships and liaise with banks, solicitors, and accountants to solve any customer queries

• Managing application progress to ensure deadlines are met

• General duties include answering phone calls and providing support to team members when needed

We are looking for the following qualities in you

The must-haves:

• Good work ethic, accountability, and self-motivation.

• Can write perfect business emails. Can speak confidently and professionally. Clear and precise communication style.

• Can speak Vietnamese

• Excellent numeracy and organisational skills.

• Strong attention to detail as the accuracy of information is critical in loan applications.

• Proactive with a problem-solving approach to all tasks.

• Ability to multitask and work productively in a fast-paced environment.

• Excellent computer skills (word, excel, use of CRM’s).

• Must have a cleared Police Check.

Desired but not crucial:

• A finance and accounting degree or experience is desired.

• Experience in finance and banking industry is desired.

• Experience in processing loan applications is desired.

How to Apply:

To apply for the role, please provide us with the following and email to info@fundwisecapital.com.au

‍1. CV

2. Cover letter